What smart money is saying about Extra Space Storage Inc.
EXR
No fund has written a full thesis on Extra Space Storage Inc. in our archive, but 1 fund letter reports a position in it, most recently Baron Real Estate Income Fund in September 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Extra Space Storage Inc. on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
“Self-Storage REITs (7.4%) • In the last few years, we have been cautious about self- storage REITs due to several years of flat to negative growth. In 2025, our outlook became moderately more positive, as our research suggested a potential inflection point, with growth possibly reaccelerating in 2026 and 2027. • Over the long term, we continue to view self-storage as an attractive business that has a long history of generating solid 5 September 30, 2026SECTOR growth with strong inflation protection characteristics and comparatively low capital intensity. • In 2026, we re-initiated positions in Public Storage and CubeSmart. The Fund also maintains its position in Extra Space Storage Inc.”
Extra Space Storage Inc.
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